Many new users have questions about the system and how certain features work. We suggest that these inquiries be directed to the Community Support Message Boards, located on our website. The Community has over 5,000 registered members, many contributing on a regular basis. The Community is a free and valuable resource to enable you to get the most out of your system. Among the many helpful items you’ll find in the Centric CRM Community are:
Centric CRM User's Guide - A 305 page document (pdf file) explaining the features of Centric CRM and offering advice on how you can use the application to improve your sales related business processes and your bottom line. The User's Guide is also available in hard copy at http://www.lulu.com/content/908239
Centric CRM Admin How-To Tutorials - a series of step-by-step guides, with screen shots, to lead you through the various tasks associated with the configuration process.
Centric CRM User How-To Tutorials - a series of step-by-step guides, with screen shots, to train users on the functional aspects of Centric CRM.
Online Wiki & Discussion Boards
If you have further needs our Professional Services Group can provide technical and user support via phone, email, or in the case of user-training...live web demonstration. Support contracts can be purchased in 5-hours blocks and 10-hour blocks (see website for details).
If you wish to expand the utility of Centric CRM for your particular business, we offer these additional support services - custom report writing, website integration, portlet creation, data migration, etc. Please contact me for details and a quotation.
